Client Service Specialist - Edinburgh

J.P. Morgan; City of Edinburgh; On-site; GBP 30,000 - 40,000; Full time

Job summary

A global financial services firm is seeking a Client Service Specialist in Edinburgh to manage client transactions and inquiries while providing top-tier service. The ideal candidate should have a Bachelor's degree and experience in financial services. Key responsibilities include monitoring client balances and resolving inquiries, requiring strong relationship management and communication skills. This role offers a chance to work in a dynamic environment, dedicated to delivering a first-class experience to clients.

Qualifications

• Previous experience in a similar role within the Financial services and/or Banking industry.
• Must understand and comply with the regulations, policies and procedures applicable to these products and services.

Responsibilities

• Manage daily execution of client transactions and inquiries accurately.
• Monitor client cash balances and liaise with clients.
• Research and resolve client inquiries and problems.
• Identify cross-sell opportunities for clients.

Skills

Strong relationship management

Communication skills

Time management skills

Fluent English

Ability to adapt

Education

Bachelor's degree or equivalent financial qualifications

Job description

The Client Service Specialist works with teams across the Private Bank to deliver a seamless and integrated experience to our clients. We are actively looking for driven individuals who are collaborative, engaging and motivated to provide a first‑class experience to clients. If you are a detail‑oriented natural communicator with a passion for high quality service, the Client Service team may be the one for you.

Job Responsibilities

• Manage daily execution of client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
• Monitor client cash balances, where necessary liaising with clients to cover positions.
• Providing information, soliciting responses and recording elections for Corporate Actions on client accounts.
• Research, follow‑up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
• Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
• Identify cross‑sell opportunities, and elevate to bankers and product partners in order to close or provide advice to the client
• Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment

Required Qualifications, Capabilities and Skills

• Minimum of Bachelor's degree or equivalent financial qualifications
• Fluent English
• Strong relationship management, communication and time management skills
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
• Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
• Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
• Previous experience in a similar role within the Financial services and/or Banking industry
• Capital Markets exam required or passed within 6 months of start date.

Preferred Qualifications, Capabilities and Skills

• multilingual - other foreign languages highly desired

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.